Intuit
Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, Portland, Oregon, United States, 97204
Tax Associate – Onsite – 2+ Years Paid Tax Experience Required
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
About the Role In this role, you will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
This role is non‑exempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You’ll Do
Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations. Facilitate discovery sessions to uncover deductions, minimize tax liabilities, and provide future tax planning advice.
Be a Proactive Community Ambassador – Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Organize local events and nurture leads, converting prospects into long‑term clients.
Educate and Communicate Confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, interact with customers both in‑person and through Intuit’s video communication tools, and help them overcome tax‑related challenges.
What You Get Seasonal company benefits and resources, including 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O insurance, Employee Assistance Program, discounts on Intuit products, and marketing support.
Who You Are
Have an active PTIN as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax‑related content for your community in accordance with Intuit’s policies.
Fluent in English; bilingual (English/Spanish) skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to engage and build Intuit’s presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Compensation and Benefits Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Expected base pay ranges vary by location (examples provided below). This position is eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
Bay Area, California: $23.70 – $28.00 per hour
Southern California: $23.70 – $28.00 per hour
Colorado: $22.60 – $26.70 per hour
Hawaii: $23.70 – $28.00 per hour
Illinois: $22.60 – $26.70 per hour
Maryland: $22.60 – $26.70 per hour
Massachusetts: $23.70 – $28.00 per hour
Minnesota: $20.20 – $23.90 per hour
New Jersey: $23.70 – $28.00 per hour
New York: $23.70 – $28.00 per hour
Ohio: $20.20 – $23.90 per hour
Vermont: $22.60 – $26.70 per hour
Washington: $23.70 – $28.00 per hour
Washington DC: $22.60 – $26.70 per hour
Seniority Level Associate
Employment Type Part‑time
Job Function
Accounting/Auditing and Finance
Software Development
Location Portland, OR
#J-18808-Ljbffr
About the Role In this role, you will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support.
Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty.
This role is non‑exempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You’ll Do
Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations. Facilitate discovery sessions to uncover deductions, minimize tax liabilities, and provide future tax planning advice.
Be a Proactive Community Ambassador – Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Organize local events and nurture leads, converting prospects into long‑term clients.
Educate and Communicate Confidently – Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, interact with customers both in‑person and through Intuit’s video communication tools, and help them overcome tax‑related challenges.
What You Get Seasonal company benefits and resources, including 401(k) savings plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O insurance, Employee Assistance Program, discounts on Intuit products, and marketing support.
Who You Are
Have an active PTIN as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax‑related content for your community in accordance with Intuit’s policies.
Fluent in English; bilingual (English/Spanish) skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to engage and build Intuit’s presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Compensation and Benefits Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Expected base pay ranges vary by location (examples provided below). This position is eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs.
Bay Area, California: $23.70 – $28.00 per hour
Southern California: $23.70 – $28.00 per hour
Colorado: $22.60 – $26.70 per hour
Hawaii: $23.70 – $28.00 per hour
Illinois: $22.60 – $26.70 per hour
Maryland: $22.60 – $26.70 per hour
Massachusetts: $23.70 – $28.00 per hour
Minnesota: $20.20 – $23.90 per hour
New Jersey: $23.70 – $28.00 per hour
New York: $23.70 – $28.00 per hour
Ohio: $20.20 – $23.90 per hour
Vermont: $22.60 – $26.70 per hour
Washington: $23.70 – $28.00 per hour
Washington DC: $22.60 – $26.70 per hour
Seniority Level Associate
Employment Type Part‑time
Job Function
Accounting/Auditing and Finance
Software Development
Location Portland, OR
#J-18808-Ljbffr